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Micron's valuation hits $1T, nearly tied with Eli Lilly & Berkshire
Yahoo Finance Video75d agoneutralVIDEO
Micron's valuation hits $1T, nearly tied with Eli Lilly & Berkshire

Micron (MU) is having its best trading day since 2011, on track to close at a valuation of $1 trillion, which would make its market cap nearly tied with those of Eli Lilly (LLY) and Berkshire Hathaway (BRK-B, BRK-A). Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Micron's market action in the video above.

Cloudflare CEO disagrees with Bezos on Al and US jobs
TheStreet75d agoneutral
Cloudflare CEO disagrees with Bezos on Al and US jobs

There is a particular comfort in the idea that the boss and the billionaire agree on the future. It saves you the trouble of picking a side. It saves you the harder trouble of figuring out which one is selling you something. For the past week, American workers got the optimistic version of that ...

Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
24/7 Wall St.75d agoneutral
Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Broadcom's Hidden Risk:  VMware Under Pressure?
Trefis75d agoneutral
Broadcom's Hidden Risk: VMware Under Pressure?

Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.

Is eBay Stock A Compounding Engine?
Trefis75d agoneutral
Is eBay Stock A Compounding Engine?

While heavily skewed by a rebound from 2022 lows, eBay's (EBAY) net income grew an average of 96.7% over three years, yet its earnings per share surged 101.1%. This gap is the denominator effect in action, where a shrinking share count amplifies shareholder returns. Is this a sign of a flawless machine, or a company buying time.

Microsoft Should Be Thrown Out Of Magnificent 7
24/7 Wall St.75d agoneutral
Microsoft Should Be Thrown Out Of Magnificent 7

The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7

Amazon Stock’s Simple Path To 20% Upside
Trefis75d agoneutral
Amazon Stock’s Simple Path To 20% Upside

Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.

Jeff Bezos Says Bottom 50% of Americans Should Pay No Taxes. The Real Culprit Is Federal Spending
24/7 Wall St.75d agoneutral
Jeff Bezos Says Bottom 50% of Americans Should Pay No Taxes. The Real Culprit Is Federal Spending

During a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano highlighted a striking proposal from Amazon (NASDAQ:AMZN) founder Jeff Bezos. Bezos believes the bottom 50% of Americans should pay no federal taxes. According to the discussion, the bottom half of earners currently contribute only 3% of the federal budget, which lends credence ... Jeff Bezos Says Bottom 50% of Americans Should Pay No Taxes. The Real Culprit Is Federal Spending

Reuters75d agobullish
Exclusive-European companies set to receive two thirds of future mobile satellite spectrum, rest for non-EU firms, sources say

The European commission ‌is set to ‌allocate two thirds of ​lucrative mobile satellite spectrum to European companies, with the rest ‌available ⁠for non-European rivals such as Elon ⁠Musk's Starlink and Amazon's low-earth-orbit ​satellite business ​Leo, ​people with direct ‌knowledge of the matter said on Tuesday. The EU executive will next year allocate ‌mobile satellite ​spectrum currently ​used ​by American ‌companies Viasat and EchoStar ​and ​which is due to expire in ​May ‌2027.

Reuters75d agoneutral
Logistics startup Stord raises $250 million at $3 billion valuation

Logistics startup Stord said on Tuesday it raised nearly $250 million in a late-stage funding round at ‌a $3 billion valuation, and launched Stord Labs to advance ‌physical intelligence. The funding highlights investor confidence in platforms that provide independent brands with ​the technological infrastructure needed to challenge the dominance of e-commerce giants such as Amazon. Here are some details: • Stord Labs will serve as a research base for the company to test agentic AI, robotics and ‌automation against live fulfillment ⁠data to improve warehouse operations.

Here’s Artisan Value Fund’s Insights on Amazon.com (AMZN)
Insider Monkey75d agoneutral
Here’s Artisan Value Fund’s Insights on Amazon.com (AMZN)

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

Amazon’s Quantum Bet Deepens While Shares Trade Below Valuation Estimates
Simply Wall St.75d agoneutral
Amazon’s Quantum Bet Deepens While Shares Trade Below Valuation Estimates

Amazon.com (NasdaqGS:AMZN) is expanding its quantum computing push through new Braket features and services. The company has introduced its own Ocelot quantum chip, moving from pure platform provider to active hardware developer. Management is positioning this effort as a "pick and shovel" way to participate in quantum computing progress without relying on any single application. For you as an investor, this sits alongside Amazon's well known e commerce, cloud, and AI efforts, rather than...

Stord raises $250M to harness AI for e-commerce logistics
FreightWaves75d agoneutral
Stord raises $250M to harness AI for e-commerce logistics

Stord investors have provided more funding to accelerate the use of artificial intelligence in the company’s e-commerce fulfillment centers, bringing the total amount raised to nearly $800M over the past decade. The post Stord raises $250M to harness AI for e-commerce logistics appeared first on FreightWaves.

Uber Moves for DoorDash Rival With $11.6 Billion Offer
Barrons.com75d agoneutral
Uber Moves for DoorDash Rival With $11.6 Billion Offer

Uber Technologies is hungry for a deal. The ride-hailing company has offered to buy Germany’s Delivery Hero for around $11.6 billion, but could be forced to go higher as the food-delivery market consolidates around a few big players. Delivery Hero confirmed over the weekend that Uber had made a 33 euros ($38.40)-a-share offer for the entire company.